Status
The Status function allows users to update the current stage of a planning record. This helps teams visually track the progress of a plan and filter records based on workflow stages such as Draft, Active, or Expired. In practice it reflects planner workflow—draft, review, approved, in production, and similar stages your organisation configures—so everyone sees where the plan sits in the lifecycle.
Updating the planner's status provides clarity across departments, enabling stakeholders to quickly identify which plans are in development, active in execution, or no longer valid.
Structure
| Element | Description |
|---|---|
| Status Button | Button located at the bottom of the planner card that opens the status dropdown menu. |
| Status Dropdown Menu | Dropdown menu displaying available status options (e.g., In Progress, Released, Cancelled). |
| Status Display | Visual indicator on the planner card that reflects the current status selection. |
Features
- Workflow Tracking: Update the planner's status to reflect its current stage in the planning process.
- Visual Identification: Status changes are immediately reflected on the planner card for quick visual reference.
- Filtering Capability: Status can be used as a filter across the Planner dashboard for easier sorting and organisation.
- Department Clarity: Provides clarity across departments, enabling stakeholders to quickly identify which plans are in development, active in execution, or no longer valid.
Updating Planner Status
- Click the Status button to open the status dropdown menu.
- Select the desired status from the available options.
- The selected status will immediately update and reflect on the card.